• Michael Merdich
• May 6, 2020
• 0 Comments

Project Overview Client : Vertex Planning Partners Date : January 2016 Link : www.VertexPartners.com Industry : Financial Planning T hree of the most successful, independent wealth management groups in the Midwest chose to combine to deliver a new type of financial advisory institution focusing on holistic generational planning in a collaborative culture for high network clientele. This new partnership created …